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CoreWeave vs. Amazon: Which AI Infra Stock Has More Upside Right Now?
ZACKS· 2025-07-25 16:15
Key Takeaways CRWV is scaling fast with a new $6B data center and $259B backlog but faces execution and concentration risks.AMZN's AWS posted 17% revenue growth amid strong demand for its cloud and AI offerings.CRWV serves AI hyperscalers, but 77% of 2024 revenue came from two clients, posing high customer risk.Both CoreWeave (CRWV) and Amazon (AMZN) , through the Amazon Web Services platform, provide cloud infrastructure tailored for AI workloads.CoreWeave provides specialized GPU-accelerated infrastructur ...
Like Dividends? These 3 AI Stocks Pay Investors
ZACKS· 2025-07-25 16:15
Key Takeaways Several stocks involved in AI pay dividends, a great perk for investors.Though not high-yield, the exposure obtained to AI through these stocks is the greater perk. All three companies carry big growth expectations, with demand red-hot. Dividends come with many great perks, with the payouts essentially reflecting a form of ‘payday’ in the market. Technology sector stocks are often overlooked by income-focused investors, as these companies commonly use spare cash to fuel further growth.But perh ...
Intel Q2 Earnings Fall Short of Estimates, Revenues Remain Flat Y/Y
ZACKS· 2025-07-25 16:11
Key Takeaways Intel posted Q2 revenues of $12.85B, flat year over year but above its guidance and consensus estimates.Adjusted EPS missed estimates at a loss of 10 cents, due to flat sales and rising operating expenses.Intel saw strong AI PC momentum, but restructuring and cost-cutting dragged down gross and operating margins.Intel Corporation (INTC) reported mixed second-quarter 2025 results, with revenues beating the Zacks Consensus Estimate but the adjusted earnings missing the same. Despite solid tracti ...
The Future of Weather is Space-Powered AI | Dan Slagen | TEDxBoston
TEDx Talks· 2025-07-25 16:07
Uh, I'm Dan Lian. I'm the chief marketing officer at tomorrow. io and I'm pleased to talk to you today about weather.It's an we have 8 billion people on Earth. Why is weather forecasting so hard for our planet. It's something that shouldn't be given the impact that it has.Thing about weather forecasting is it's broken down into essentially three parts. First, you have the observations, which is being able to detect and and collect data from our atmosphere. Second is being able to take all that data and mode ...
Digital Realty CEO: We're seeing incremental strong demand backdrop
CNBC Television· 2025-07-25 16:05
exciting to see the traction, particularly in cloud. >> Alphabet CEO Sundar Pichai on the company's earnings call Wednesday, the company significantly boosting its capital spending forecast for the year on surging demand for cloud and AI infrastructure. Data center.Data center company Digital Realty is a partner with Google Cloud, and its CEO, Andy Power joins us now to discuss that, as well as the company's top and bottom line beat for the quarter. Andy, it's great to have you. Welcome.>> Thanks for having ...
CARR Set to Report Q2 Earnings: What's in Store for the Stock?
ZACKS· 2025-07-25 16:05
Key Takeaways Carrier Global's HVAC and aftermarket services likely drove Q2 revenue growth amid rising system demand.The Viessmann deal likely boosted heat pump volumes and expanded clean energy reach.AI-enabled Abound Insights and data center demand likely supported commercial HVAC upgrades.Carrier Global (CARR) is scheduled to report its second-quarter 2025 results on July 29.The Zacks Consensus Estimate for second-quarter earnings is pegged at 91 cents per share, up by a penny over the past 30 days, sug ...
Intel drops 9% as chipmaker's foundry business axes projects, struggles to find customers
CNBC· 2025-07-25 16:02
Intel's stock dropped 9% after the chipmaker said it would slash foundry costs in its latest attempt to turnaround its struggling business.Concerns about where that leaves Intel's chip manufacturing business overshadowed a better-than-expected earnings report late Thursday. Intel beat on revenue and issued a sales forecast for the third quarter that also topped estimates. The company reported adjusted earnings of 10 cents per share, topping the average analyst estimate of a penny, according to LSEG.CEO Lip- ...
ETFs in Focus on Intel's Disappointing Q2 Results, Upbeat View
ZACKS· 2025-07-25 16:01
Intel (INTC) reported mixed second-quarter 2025 results, missing earnings estimates but lagging on revenues. The chipmaker offered an upbeat revenue outlook for the ongoing quarter. However, shares of INTC dropped 4.2% in after-market hours. Investors should keep a close eye on the ETFs having the highest allocation to the semiconductor player and tap the opportunity when it rises. These include REX FANG & Innovation Equity Premium Income ETF (FEPI) , iShares Edge MSCI USA Value Factor ETF (VLUE) , Themes ...
Phillips Edison & Company(PECO) - 2025 Q2 - Earnings Call Presentation
2025-07-25 16:00
Company Overview - PECO's total enterprise value is $7.3 billion[7] - The company's dividend yield is 3.5%, based on an annualized rate of $1.23 per share[7] - PECO retains 94% of its portfolio[7] Portfolio Composition & Strategy - 70% of PECO's ABR (Annual Base Rent) comes from necessity-based neighbors[7] - 85% of PECO's ABR is anchored by 1 or 2 grocery sales[7] - Grocery/Pharmacy/Liquor account for 23% of imported COGS (Cost of Goods Sold)[34] Financial Performance & Guidance - PECO's Q2 2025 Net Income per Share is $0.31[54] - The company's Core FFO (Funds From Operations) per share for Q2 2025 is $1.29[54] - PECO projects a full-year 2025 Core FFO per share between $2.55 and $2.60[54] - Same-Center NOI (Net Operating Income) growth is guided between 3.10% and 3.60% for full-year 2025[54] Acquisition Activity - PECO's 2025 YTD (Year-to-Date) acquisitions total $279.7 million[54] - The company anticipates total acquisitions between $350 million and $450 million for full-year 2025[54] - PECO has acquired 1,173,733 GLA (Gross Leasable Area) in 2025 YTD acquisitions[52]
Important August 19, 2025 Deadline Reminder: Kessler Topaz Meltzer & Check, LLP Reminds Apple Inc. Investors of Securities Fraud Class Action Lawsuit
GlobeNewswire News Room· 2025-07-25 15:56
Core Viewpoint - A securities class action lawsuit has been filed against Apple Inc. for allegedly making false and misleading statements regarding the integration of advanced AI-based Siri features into its devices, which may impact iPhone 16 sales and overall business prospects [2][4]. Group 1: Lawsuit Details - The lawsuit was filed in the United States District Court for the Northern District of California on behalf of investors who purchased Apple securities between June 10, 2024, and June 9, 2025 [1]. - The lead plaintiff deadline for the lawsuit is August 19, 2025 [1][3]. Group 2: Allegations Against Apple - The complaint alleges that Apple misstated the time required to integrate advanced AI-based Siri features, making it unlikely these features would be available for the iPhone 16 [2]. - The absence of these advanced features is claimed to negatively affect iPhone 16 sales, leading to an overstatement of Apple's business and financial prospects [2]. Group 3: Lead Plaintiff Process - Investors may seek to be appointed as a lead plaintiff representative of the class by the deadline or may choose to remain absent [3]. - The lead plaintiff will act on behalf of all class members and select counsel to represent the class [3]. Group 4: Firm Background - Kessler Topaz Meltzer & Check, LLP has a reputation for prosecuting class actions and has recovered billions for victims of corporate misconduct [4].